Holistic Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
2,482
+256
| +12% | +$81.3K | 0.23% | 81 |
|
|
2025
Q1 | $577K | Buy |
2,226
+313
| +16% | +$81.1K | 0.2% | 90 |
|
|
2024
Q4 | $773K | Buy |
1,913
+175
| +10% | +$70.7K | 0.28% | 69 |
|
|
2024
Q3 | $455K | Buy |
1,738
+116
| +7% | +$30.3K | 0.19% | 89 |
|
|
2024
Q2 | $285K | Hold |
1,622
| – | – | 0.22% | 88 |
|
|
2024
Q1 | $285K | Sell |
1,622
-499
| -24% | -$87.7K | 0.22% | 88 |
|
|
2023
Q4 | $527K | Buy |
+2,121
| New | +$527K | 0.44% | 57 |
|